Wealth Management, Tax Operations Project Manager, Vice President at JPMorgan Chase Bank, N.A. in Newark, Delaware

Job Description:

WM Tax Operations is currently looking to hire a qualified candidate to fill an open Vice President Project Manager role within the WM Tax Operations Project Team. The project manager will be responsible for working with stakeholders to define requirements and coordinating testing for regulatory and enhancement projects for our Core Accounting System (Omnitrust), in house applications, as well leveraging automation tools such as Alteryx and Signavio to automate manual processes. Additionally, the selected candidate will work on current state process analysis and management of projects to enhance system functionality for various systems used in Trusts and Estates (T&E) and Tax Operations.

Responsibilities

• Develop knowledge of the core accounting system OMNI Trust
• Elicit, analyze, and validate the business needs of stakeholders
• Identify automation opportunities with the help of operations partners and utilize Signavio and/or Alteryx to build solutions
• Collaborate with project sponsors to determine scope and vision
• Conduct interviews to gather requirements including workflows and use cases.
• Translates conceptual requirements into functional requirements in a clear manner that is comprehensible for stakeholders and technology
• Document requirements in business requirements documents and Jira stories
• Coordinate and execute UAT for system enhancements
• Manage and track status of requirements through the project lifecycle redefining as necessary
• Communicates changes to business requirements to business stakeholders and technology
• Drive execution of multiple projects and partner with Business Group Owners and Task & Workflow partners across WM to understand how (to what level) certain application impacts different Business Groups.
• Engage with Task and Workflow Partners in new design discussions and user story refinement/grooming to create effective requirements including robust acceptance criteria using business-driven development
• Assist in the development, planning, and execution of training and creation of job aids.
• Manage stakeholder communications through contributions to working groups and steering councils including hosting the larger working group meeting
• Identify and actively manage key risks and issues impacting Core Services
• Effectively execute workflow changes (self-service) in Workflow Admin application and document the approval, communication plan, and justification of requested changes according to the established cross-LOB controls
• Develop clear documentation of scope, requirements (user stories), workflows, wireframes, and other materials as needed to support design and development
• The selected individual may be asked to assist with other tasks/projects at management discretion

• 5+ years of experience in project management
• Excellent written and oral communication skills
• Team player with excellent organization and project management skills
• Experience working in agile project methodology including writing user stories a plus
• Experience using Signavio Process and Decision Modeling and Alteryx
• Adapts to a rapidly changing business and technical environment
• Strong attention to detail and ability to work independently
• Advanced computer skills: MS Office Suite (PowerPoint, Excel, and SharePoint)
• Strong analytical and problem-solving ability - ability to analyze complex problems/scenarios, identify the root-cause and determine remediation steps
• Detail-oriented and willing to dig in to understand current state and document user stories
• Ability to build collaborative relationships with peers and colleagues across business and technology
• Strong work ethic and willingness to learn
• Demonstrated ability to manage to tight delivery timelines and calmness under pressure
• College degree or equivalent work experience required
• Need to obtain Series 99 within 120 days of hire

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans